Roth IRA Custodial Booklet Set Form # 40-R

Purpose of Form: Booklet Set to open all custodial Roth IRAs. The plan agreement booklet includes beneficiary provisions, disclosure statement, financial disclosures as well as thorough instructions. The application is a 2-part form that includes financial projections on the reverse side.

This form can be imprinted. Call 800-346-3961 for details.

Package contains 25 forms. Call for quantity pricing or for imprint orders.

Roth IRA Trust Booklet Set Form # 41-R

Purpose of Form: Booklet Set to open all trust Roth IRAs. This set offers the same feature as the 40-R and provides the appropriate language for opening a "trust" IRA plan. (In the case of a trust IRA, the financial projection is used only when the intial Roth IRA investment is one whose earnings can be reasonably projected.) For those institutions choosing to offer trust IRA plans, the CWF #41-R makes plan opening easy.

This form can be imprinted. Call 800-346-3961 for details.

Package contains 25 forms. Call for quantity pricing or for imprint orders.

Roth IRA Custodial Self-Directed Booklet Set Form # 42-R

Purpose of Form: Booklet Set to open all Self-Directed Roth IRAs. Many financial institutions are finding the self-directed IRA the best way to offer most competitive Roth IRA investment options, for those customers willing to accept greater risk for greater earnings potential. The same easy-to-use features found in the #40-R and #41-R Forms are combined with expanded document language covering investments, commissions, fees, financial projections and other regulatory provisions, to make the #42-R a superior choice for opening self-directed IRA plans.

This form can be imprinted. Call 800-346-3961 for details.

Package contains 25 forms. Call for quantity pricing or for imprint orders.